Henry Finkelstein Email & Phone Number

San Francisco, Ca, Us

Support executives and senior leaders to design & implement GTM + generative AI strategies.- Partner with executives to define AI use cases aligned with RevOps maturity, prioritizing those with maximum impact on GTM efficiency- Identify and mitigate AI-related risks to ensure effective implementation- Develop training for AI tasks, skills, and technologies, including prompts, RAG, and agentic tools- Program & product management to enhance AI-driven processes and outcomes

Seattle, Washington, Us

Palo Alto, California, Us

Lead marketing, sales, customer success, and data analytics functions.- Implemented GTM & RevOps infrastructure that grew revenue 328% to over $1M ARR- Created outbound sales and inbound marketing strategies, growing qualified leads by 10x- Revamped CRM processes, enhancing pipeline visibility and forecasting accuracy- Integrated GTM tech stack, aligning cross-functional teams to drive revenue growthRising Team is an HR Tech B2B SaaS team development platform.

Kansas City, Missouri, Us

Managed data ecosystem and reporting needs across departments and software packages. Led complex, technical project rollouts to improve revenue visibility, forecasting, and data-driven decision-making. Enforced strong data governance and user-centric design. Accomplishments include:- Integrated 5 data systems (accounting, HR, payroll, CRM, expense reporting) to improve revenue visibility, forecasting, and data-driven decision-making- Collaborated cross-functionally to roll out 7 firm-wide software, saving 1200 hours annually- Reduced technology risk by project managing Cybersecurity Maturity Model Certification program launchTepa is a large government contractor focused on construction, drones, and IT technology.

Kansas City, Missouri, Us

- Deployed 40+ reports in overhaul of financial and operational data workflows- Decreased average report completion time from 3 weeks to 1 day- Trained & supported end users on new suite of reports

Boulder, Colorado, Us

Used lean methodology to validate and iterate on core business model, build my team, and grow our customer base. Accomplishments include:- Built and implemented data-driven RevOps data frameworks for SMB & enterprise clients, driving $500K in contracts- Raised seed round through incubator, venture capital, and Reg CF crowdfunding- Recruited co-founders and managed team of 6 (hired slow and fired fast)- Developed and deployed GTM tech solutions, including CRM, marketing automation, and customer data analytics- Created and taught “Cannabis Retail Data Master” cohort-based course to support industry RevOps learning- Managed product lifecycle, marketing partnerships, and sales automation, fostering data-driven decision-makingCannabis Big Data was a venture-backed SaaS startup creating an enterprise data toolkit for licensed and ancillary cannabis businesses.

Developed provider strategies, campaign plans, and product launches. Built user-centric, purpose-driven websites. Implemented data infrastructure & marketing automation. Performed A/B split tests to optimize marketing initiatives. Integrated data, marketing, and business technologies to improve efficiency & outcomes. Green Peak Labs was a small consulting firm focused on healthcare and wellness companies.

Centennial, Colorado, Us

Worked on site with Community Health Partnership (CHP), the Regional Coordinated Care Organization (RCCO) that administered Medicare and Medicaid programs for the greater Colorado Springs region. Accomplishments include:- Developed and led user testing for a longitudinal patient record- Implemented an agile project management tool for the team- Deployed 27 SQL reports while decreasing turnaround from 4 months to 8 daysAllUrData is a data warehousing and analytics firm focused on healthcare.

Led lean methodology for sales, marketing, product development, fundraising, data analytics, customer service, and IT. Accomplishments include:- Coded and launched first monetized eLearning platform- Instituted first prospect database, marketing automation, project management and customer service software- Developed strategic brief for HIPAA compliant server infrastructure- 95% customer satisfaction rating with average first response time of 4.9 hours STI Innovations improves patient engagement and clinical outcomes with implementation programs & continuing education for healthcare providers.

Chicago, Illinois, Us

Designed and project managed site optimizations and site tests across six brands. Accomplishments include:- Analyzed 20+ competitor sites to create UI/UX test strategy- Lead 17 site tests from idea through creative to implementation and statistical significance analysis - Facilitated and analyzed 3 in-person site usability focus groupsProvide Commerce was a family of large e-commerce consumer gifting brands including ProFlowers, Red Envelope, Shari's Berries, and Personal Creations. Later acquired by FTD.

Chicago, Illinois, Us

Optimized media allocation strategy for Print & TV marketing spend across 5 brands. Key accomplishments include:- Managed ~$10M in marketing spend across 2 channels and 5 brands- Ran >50 campaign tests to optimize channel marketing profitability- Drove TV commercial creation process from agency vetting through production to campaign analysis- Became data steward for Customer Acquisition team and increased reporting efficiency using SQL and Omniture

New Haven, Connecticut, Us

Developed and managed go-to-market strategy for new revenue lines. Accomplishments include:- Launched and led sales, customer service, and strategic partnerships for first paid products- Developed systematic reporting for website traffic, sales growth, and return on investment for online and offline marketing spend- Created financial models and presentations for venture capital and angel investor pitchesGreen Bride Guides was an e-commerce platform for eco-friendly weddings products and services.

Developed and managed Campus Kings brand launch from ideation to first sales. Owned brand strategy, creative execution, website development, and sales partnerships. Campus Kings was a student-created, student-run college apparel company that designed, produced, and franchised university specific footwear.

VP, Director of Alumni Relations (September 2008 – February 2009): Expanded YES brand beyond New Haven with events & mixers. Networked and represented YES at alumni events across the nation. VP, Director of Regional Conferences (May 2007 – September 2008): Organized four regional networking conferences in New Haven, New York, Boston, and Silicon Valley and one Innovation Summit. Managed multiple speakers, 100+ person audiences, space, catering, and a staff of seven. Assistant Director, Operation Departments (September 2006 – May 2007): Helped organize two nationally acclaimed business plan competitions. Raised entrepreneurial awareness by hosting educational events and creating an extensive alumni contact database to facilitate networking and sponsorship.

Boston, Ma, Us

Quantified impact and results of team recommendations by modeling radio ad seller behavior pre- and post-implementation. Created dashboard tools to consolidate and prioritize strategic empirics encouraging enhanced managerial effectiveness. Coordinated Regional Meeting social activities.

Created and managed augmented reality marketing campaign. Developed strategic plan for maximizing user acquisition and sold 3 university and professional partnerships for new tournaments.Director, Intra-campus Games (May 2007 – September 2008): Solicited, marketed, and organized collegiate intra-campus games for GoCrossCampus – a student-created, student-run start-up that builds massively multiplayer, team-based, online social games for affinity groups.

Master’S Of Science In Management (Sloan Fellow Executive Mba)

Bachelor Of Arts, Economics